ANAGRAM ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
327114
Registered since
May 30, 2025

Firm profile

FINTRX

Overview

Anagram Asset Management, LLC is a limited liability company that registers as an SEC adviser in 2025 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on running private funds rather than serving a retail advisory client base: filings show no separate advisory client accounts and its principal role is as sponsor, GP and managing member for pooled vehicles. It is not flagged as an active ESG investor and is not reported as a multi-state advisory platform; the firm is classified as unclassified in the available dataset. Anagram’s visible allocation focus is concentrated on privately negotiated equity opportunities—private equity and venture capital—using pooled fund structures to aggregate investor capital and deploy into private-company opportunities. Its organizational footprint and reported metrics suggest a small, fund-centric manager rather than a broad-based registered investment advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • John Zampolin

    ManagerCRD 7748734

  • DAVID FEIOCK

    ManagerCRD 5683842

  • JOSEPH EAGAN

    Co-FounderCRD 5517074

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
292 Ivy St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth